CWA Asset Management Group’s iShares Bitcoin Trust IBIT Stock Holding History

CWA Asset Management Group’s Portfolio IBIT Stock Details IBIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.68M	Sell	80,419 -8,334	-9%	-$339K	0.08%	231
2026 Q1	$3.41M	Sell	88,753 -9,593	-10%	-$415K	0.12%	185
2025 Q4	$4.88M	Buy	98,346 +401	+0.4%	+$22.8K	0.18%	118
2025 Q3	$6.37M	Buy	97,945 +6,196	+7%	+$403K	0.24%	88
2025 Q2	$5.62M	Sell	91,749 -9,177	-9%	-$514K	0.24%	98
2025 Q1	$4.72M	Sell	100,926 -5,258	-5%	-$278K	0.23%	102
2024 Q4	$5.63M	Buy	106,184 +15,503	+17%	+$732K	0.28%	75
2024 Q3	$3.28M	Buy	+90,681	New	+$3.15M	0.17%	113
2024 Q1	$2.79M	Buy	+68,894	New	+$2.15M	0.17%	123

Other funds holding IBIT

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

OCM

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RSC

Rising Stella Capital Singapore $249M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CWA Asset Management Group's IBIT Position: Q2 2026 in Review

CWA Asset Management Group reduced its iShares Bitcoin Trust (IBIT) stake by 9.4% in Q2 2026, selling an estimated $339K and leaving 80,419 shares worth $2.68M. The position accounts for 0.08% of the portfolio, ranked #231.

CWA Asset Management Group first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.37M in Q3 2025. 721 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

CWA Asset Management Group held 80,419 shares of iShares Bitcoin Trust worth $2.68M as of Q2 2026.
CWA Asset Management Group sold 8,334 iShares Bitcoin Trust shares in Q2 2026, an estimated $339K.
iShares Bitcoin Trust made up 0.08% of CWA Asset Management Group's portfolio in Q2 2026, its #231 holding.
CWA Asset Management Group first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
CWA Asset Management Group's iShares Bitcoin Trust position peaked at $6.37M in Q3 2025.
721 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.